A股尾盘突发！芯片股异动拉升

Group 1 - A-shares experienced a collective pullback on July 25, with the Shanghai Composite Index down 0.33%, Shenzhen Component down 0.22%, and ChiNext down 0.23% [2] - The STAR Market 50 Index surged over 2% in the afternoon, driven by strong performance in the semiconductor sector, with notable gains from companies like Cambrian (up over 12%) [3][5] - The semiconductor sector in Hong Kong also showed strength, with Hua Hong Semiconductor rising over 8% and SMIC up over 6% [7] Group 2 - SEMI predicts that global semiconductor manufacturing equipment sales will reach a record $125.5 billion by 2025, representing a year-on-year growth of 7.4% [7] - TSMC reported a net profit of nearly NT$398.3 billion for Q2 2025, a year-on-year increase of nearly 61%, marking the highest quarterly profit in history [7] - The recent trend of domestic semiconductor companies seeking listings in Hong Kong is expected to further catalyze the semiconductor sector in the Hong Kong stock market [7] Group 3 - The robotics sector saw active trading, with companies like Shanghai Mechanical and Electrical hitting the daily limit up [8] - Tesla's CEO Elon Musk announced plans to launch the third version of the humanoid robot Optimus by the end of this year, with mass production expected to start in 2026 [10] - Lumos Robotics and Mitsubishi Electric have formed a strategic partnership to develop next-generation industrial humanoid and quadruped robot components [10]